U.S. Robo-Advisory AUM Share of Total Invested Assets

U.S. Robo-Advisory AUM Share of Total Invested Assets

Proof Point

A.T. Kearney forecasts U.S. invested assets using robo-advisory will grow from 0.5% in 2015 to 5.6% in 2020

U.S. Robo-Advisory AUM Share of Total Invested Assets

2015 – 2020F (percentage)

Note: Total invested assets include taxable and non-taxable investments, as well as 401k assets

Proof Point Findings

  • Robo-Advisors – Digital platforms using algorithms to manage investments and offer financial advice with minimal human intervention
  • Increased Robo-Advised Investments – Share expected to grow from 0.5% of total invested assets in 2015 to 5.6% in 2020
  • Key Growth Drivers – Include proliferation of robo-advisors in financial sector, growing demand for task automation, rising need to optimize operating costs, increasing consumer preference for self-service transactions, and rapidly advancing artificial intelligence technologies

Accelerator

Market Disruption

Sector

Financial Services

Source

Date Last Updated

July 8, 2017

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